Lowe Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.5K | Hold |
|
|||||
|
2025
Q2 | $31.1K | Buy |
|
|||||
|
2025
Q1 | $51.2K | Sell |
|
|||||
|
2024
Q4 | $67.6K | Buy |
|
|||||
|
2024
Q3 | $62.9K | Hold |
|
|||||
|
2024
Q2 | $54.7K | Sell |
|
|||||
|
2024
Q1 | $55.6K | Hold |
|
|||||
|
2023
Q4 | $59.1K | Hold |
|
|||||
|
2023
Q3 | $56.6K | Hold |
|
|||||
|
2023
Q2 | $53.9K | Sell |
|
|||||
|
2023
Q1 | $104K | Sell |
|
|||||
|
2022
Q4 | $123K | Sell |
|
|||||
|
2022
Q3 | $137K | Sell |
|
|||||
|
2022
Q2 | $149K | Buy |
|
|||||
|
2022
Q1 | $133K | Hold |
|
|||||
|
2021
Q4 | $131K | Buy |
|
|||||
|
2021
Q3 | $102K | Buy |
|
|||||
|
2021
Q2 | $86K | Hold |
|
|||||
|
2021
Q1 | $80K | Hold |
|
|||||
|
2020
Q4 | $75K | Buy |
|
|||||
|
2020
Q3 | $26K | Buy |
|
|||||
|
2020
Q2 | $24K | Hold |
|
|||||
|
2020
Q1 | $20K | Hold |
|
|||||
|
2019
Q4 | $24K | Buy |
|
|||||
|
2019
Q3 | $17K | Hold |
|
|||||
|
2019
Q2 | $20K | Sell |
|
|||||
|
2019
Q1 | $26K | Hold |
|
|||||
|
2018
Q4 | $27K | Hold |
|
|||||
|
2018
Q3 | $29K | Hold |
|
|||||
|
2018
Q2 | $26K | Buy |
|
|||||
|
2018
Q1 | $23K | Hold |
|
|||||
|
2017
Q4 | $24K | Sell |
|
|||||
|
2017
Q3 | $31K | Buy |
|
|||||
|
2017
Q2 | $9K | Hold |
|
|||||
|
2017
Q1 | $8K | Hold |
|
|||||
|
2016
Q4 | $8K | Hold |
|
|||||
|
2016
Q3 | $7K | Hold |
|
|||||
|
2016
Q2 | $7K | Hold |
|
|||||
|
2016
Q1 | $6K | Hold |
|
|||||
|
2015
Q4 | $6K | Hold |
|
|||||
|
2015
Q3 | $6K | Hold |
|
|||||
|
2015
Q2 | $6K | Hold |
|
|||||
|
2015
Q1 | $6K | Hold |
|
|||||
|
2014
Q4 | $5K | Buy |
|